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A $2.1M renewal lost over a two-word email

The lesson is not to write more carefully. It is that a relationship without a written record is a guess.

Clara WhitfieldHead of PartnershipsOct 14, 20265 min read
A $2.1M renewal lost over a two-word email

The email said: "Noted, thanks." Two words, sent in nine seconds, on a Friday. Eleven weeks later the renewal went to a competitor.

What was actually lost Not the relationship — that was fine. What was lost was the record. The customer's new procurement lead asked for a summary of agreed changes over eighteen months, and the only artifact we could produce was a thread of verbal understandings and one "Noted, thanks."

The real lesson I had been treating meetings as the relationship and email as the paperwork. It is the reverse. The paperwork is what survives a change of personnel, and personnel change constantly.

What I do now Every call that changes a term ends with a written summary in the account record, sent within a day, naming what changed and what did not. It takes four minutes. It has saved two renewals since, one of them because the customer's own summary was wrong and we could show it politely.

A relationship without a written record is not trust. It is a guess that has not been tested yet.